FIFTHDELTA’s Cummins CMI Stock Holding History

FIFTHDELTA’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$86.6M	Buy
2025 Q2	$54.2M	Buy
2023 Q4	–	Sell
2023 Q3	$93M	Buy
2023 Q2	$77.5M	Buy